Auto Match Receipt without ExpenseIt

[wvanpatter]

Hello,

Does Concur auto match receipts for non-travel expenses booked through Concur? I've done a lot of research and can't seem to find the answer. I'm not talking about ExpenseIt or Smart Matching.

I've found that if I take a photo of the receipt with the Concur app, that sometimes the system will automatically move the receipt to be connected to the card transaction when it comes into Concur. Others have not had this happen to them, so I'm trying to understand what needs to be done so we can save the time from manually matching receipts to expenses.

Thanks,

Will

[asansolo]

Hello @wvanpatter ,

Thank you for reaching out on Community with your question! Please see information below and let me know if you have any additional questions.

Concur does not automatically match receipts for non-travel expenses without ExpenseIt. The system's auto-matching capabilities are primarily designed to work with ExpenseIt for receipt processing and analysis.

Auto-Matching Functionality Overview

Smart Matching in Concur Expense automatically merges data from multiple sources into single expense entries, but this requires specific conditions to be met. The system compares similarities in imported and manually created expenses, with more matching fields increasing the likelihood of a successful match.

Without ExpenseIt Limitations

For non-travel expenses without ExpenseIt, auto-matching is significantly limited:

• Receipt Storage Only: When receipts are emailed to receipts@concur.com, they are stored in Available Receipts but do not create expense entries or auto-match to existing transactions
• Manual Assignment Required: Users must manually assign receipt images to expense line items
• No OCR Processing: Without ExpenseIt, receipts are not analyzed for expense details like amount, vendor, or date,

Available Matching Sources

Smart Matching works between different source types, including:

• Credit card transactions
• E-receipts (from airlines, hotels, car rentals)
• Travel itineraries from Concur Travel
• ExpenseIt processed receipts
• Manually created entries

However, expenses from the same source type are never auto-matched to prevent false matches.

Alternative Receipt Management Options

1. Email Receipt Storage: Forward receipts to receipts@concur.com for storage in Available Receipts, then manually attach to expense entries,

2. Manual Upload: Upload receipt images directly through the web interface to Available Receipts

3. Mobile App Capture: Use the Concur mobile app camera function to capture and store receipts (without ExpenseIt processing),

 

For organizations requiring auto-matching of non-travel expense receipts, ExpenseIt is the recommended solution. ExpenseIt uses advanced OCR, machine learning, and AI to automatically create expense entries from receipt images, which can then be auto-matched to corporate card transactions. Without ExpenseIt, users must rely on manual receipt attachment processes and the limited auto-matching capabilities between different expense source types already imported into the system.